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RE: LeoThread 2024-02-06 19:24

in LeoFinance • 9 months ago

🧵 1/3: SEC votes to increase oversight of hedge funds and prop trading firms that regularly trade US Treasuries, labeling them as dealers. This will bring more compliance costs and scrutiny. #finance

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🧵 2/3: Potential collapse of basis trade, used to digest massive debt supply, could lead to unexpected consequences in Treasury market liquidity.

🧵 3/3: New regulations may force dozens of firms to register as dealers, but they are unlikely to comply. Regulators seek more insight into books of hedge funds involved in basis trade.